BN - Review Paycheck by Plan Type Query

GENERAL DESCRIPTION:

Benefit Administrators will encounter situations where they will need to reconcile employee deductions. The Review Paycheck by Plan Type Query was created to allow users to view all deductions for a particular insurance.

PROCESS CONSIDERATIONS:

  • Report will display deductions taking on the current calculated payroll.



PROCEDURE STEPS:

1.  Navigate to:  Reporting Tools > Query > Query Viewer

2.  Enter UW_BN_REVIEW_PAYCHECK_PLN_PUB into the search criteria and click Search.

9.2 Query Viewer Page

3.  You are shown the Search Results below.  If you had done a partial search, multiple queries may appear in the list.  If you searched for the specific query you are looking for, you should only see that value below.  To view the query, click the link for Excel.


9.2 Run to Excel


4.  Once you click on the Excel link, a new page will open.  On that page, you will enter into the Emplid and Plan Type fields.  You can also search for the plan type by clicking on the magnifying glass.

5.  When you have entered all parameters, click View Results.


9.2 Enter EmplID and Plan Type

6.  Open the query using Microsoft Excel and click OK or Open depending on your internet browser.

Below is an example of Mozilla Firefox.
Paycheck by Plan Type - Pop Up

Below is an example of Windows Internet Explorer 9.

Paycheck by Plan Type Query - IE Pop Up

7.  Review the results and determine a course of actions if needed. 

Note:  The data will need to be sorted by Pay Period End to assist with review.  The data appearing in the Excel spreadsheet includes:

a.  Pay Run ID

b.  Pay Period End

c.  ID = Empl ID

d.  Ded Class = Deduction Class values are B for Before Tax and A for After Tax.

e.  Plan Type = A list of Plan Type are available in  BN - Plan Types, Benefit Plans, and Payroll Deductions Job Aid .

f.  Deductn Cd = A list of Deduction Codes are available in BN - Plan Types, Benefit Plans, and Payroll Deductions Job Aid .

g.  Curr Dedn = Current Deduction Amount

h.  Off Cycle = Off Cycle values are N for Not Off Cycle and Y for Off Cycle.

i.  After = Total Amount deducted After Tax for the Deduction Code.

j.  Before = Total Amount deducted Before Tax for the Deduction Code.

k.  Non-Taxable = Incorrectly labeled on the spreadsheet.  Total Amount deducted Taxable for the Deduction Code.

l.  Taxable = Incorrectly labeled on the spreadsheet.  Total Amount deducted Nontaxable for the Deduction Code.


SAMPLE REPORT:


Paycheck by Plan Type - Excel



ADDITIONAL RESOURCES:

Related KBs:

Related Links:

  • N/A





Keywords:deductions Plan type deduction code deduction class   Doc ID:19938
Owner:Joanna B.Group:Human Resource System (HRS)
Created:2011-08-23 13:31 CSTUpdated:2017-02-22 08:24 CST
Sites:Human Resource System (HRS)
Feedback:  0   0